8 tools in one app.
Stop paying for each separately.
QR cards, voice notes, AI search, document AI, follow-ups, campaigns — one subscription, one place.
Your Smart Card
Jane Doe · Realtor @ Century 21
Scan to connect
Saves contact · shares brochure · sends WhatsApp
01
QR Smart Card
Meet someone. Done in 5 seconds.
You hand them your phone — or they scan your card. In one tap they share their contact info, you share your digital business card and any brochure or prospectus, a WhatsApp message goes out automatically, and they're saved in your app. Walk away knowing the follow-up is already set.
- Prospect fills in their info — saved instantly, no typing for you
- Your business card, brochure, or listing sent on the spot
- Automatic WhatsApp message to the new contact
- Works offline · instant on any mobile
Open House — Maple St
Campaign · Started 3 days ago
47
Scans
12
Leads
31
Downloads
Recent leads
Sarah K.
Downloaded flyer
Tom B.
Sent contact
Maria L.
Downloaded flyer
02
Campaign QR Codes
Put a QR on a flyer. Get qualified leads back.
Add a quickCLIENT QR code to any flyer, yard sign, postcard, or social post. When someone scans it, they can download the flyer and send you their contact info — simultaneously. Your analytics dashboard shows every scan, lead, and download in real time.
- One QR does three things: download, capture, notify
- Real-time dashboard: scans, leads, downloads per campaign
- Works at open houses, events, mailouts, or social media
- Every lead goes directly into your client list
142 Maple St Walkthrough
AI report ready
"Kitchen — updated appliances, good condition. Master bath — grout resealing needed. Roof — last inspected 2021, no visible damage..."
Share with client
03
Property Walkthroughs
Walk the property. Talk as you go. AI writes the report.
Realtors, inspectors, and contractors can walk a property, narrate observations, and snap photos along the way. quickCLIENT's AI stitches your audio and photos into a formatted, professional document you can share with your client in minutes — no typing, no editing.
- Record voice notes room-by-room while you walk
- Photos attach automatically to the right section
- AI generates a clean, shareable report from your raw input
- Send directly to your client from inside the app
Priya Sharma
Insurance · Policy renewal Feb 2025
"Priya has 3 kids, values life + disability. Renewal in 60 days. Last discussed adding umbrella policy — she was interested."
Timeline
04
One Client Record
Everything about them. One place. Always ready.
Every call, note, document, and follow-up lives on a single client timeline. The AI Summary gives you a full briefing before every conversation — one tap. The summary only ever draws on what you've captured — grounded in your own notes, never invented.
- Full timeline: notes, files, voice recaps, follow-ups
- AI Summary: a pre-call briefing in one tap
- AI Summary: a grounded briefing built from your notes
- Nothing buried. Nothing forgotten.
Today's Follow-ups
3 dueSend quote to Marcus
"You said you'd send the quote today" — voice note, 2 days ago
Sarah Kim
Schedule inspection walkthrough
Tom Bravo
Follow up on mortgage pre-approval
05
Smart Follow-ups
It remembers the commitments you make — so you don't have to.
Speak a voice recap after a call and follow-ups are set automatically from what you said. But here's the part no other tool does: even if you forget to set a reminder, quickCLIENT reads your notes and surfaces it anyway. "You said you'd send the quote today" just appears on your list.
- Follow-ups auto-created from voice recaps — no manual entry
- AI reads your notes and detects implicit commitments
- "You said you'd send the quote today" — shown automatically
- One daily to-do list across all your clients. Zero slippage.
3 clients matched
Michael Reynolds
"...loves the kitchen, 3-bed minimum, wants to stay near downtown schools..."
Hana Kimura
"...budget $750k, 3-bed or larger, prefers downtown walkability..."
Jordan Tan
"...flexible on timing, 3-bed required, downtown or close suburb..."
06
AI Search
Type their name. Know everything in 3 seconds.
Type a name, email, or phone number — the AI instantly surfaces everything about that client: last conversation, their preferences, their family details, what you promised. Answer the call already knowing their spouse's name, their budget, and exactly where you left off.
- Search by name, email, or phone number instantly
- AI summary ready before the call picks up
- Last conversation, key preferences, open promises — all surfaced
- Ask "Who's interested in a 3-bed near downtown?" across your whole book
42 pages · Uploaded today
07
Document AI
Upload any PDF. Ask it questions. Get answers instantly.
Upload policy documents, inspection reports, contracts, or any PDF — right inside the app. Then ask the AI questions about it in plain English. No more scrolling through 40-page documents looking for one number. The AI answers only from what's actually in your document — nothing invented.
- Upload any PDF directly to a client record
- Ask questions in plain English — AI answers instantly
- Answers drawn only from your document's actual content
- Works on contracts, policies, reports, appraisals — anything
The simplest client-memory workflow ever built.
Speak it. It captures it. You close it.
1
Capture everything
Speak a recap after a call, scan a QR at an event, snap photos on a walkthrough. Everything gets saved without typing.
2
AI organizes it
quickCLIENT extracts key facts, sets follow-ups, surfaces insights, and builds your client record automatically.
3
You show up prepared
One-tap AI briefings before every call. Smart reminders that catch what you forgot. Grow by always being the one who remembered.
Ready to try it?
Request access to start your 14-day free trial. Card required when it begins.
Request an invite